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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$20.4M +$2.07M +36,172 +11%
Osaic Holdings
27
Osaic Holdings
Arizona
$17.1M +$17.1M +361,231 New
UCFA
28
United Capital Financial Advisors
Texas
$16.7M +$1.04M +18,191 +7%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$16.1M +$1.66M +29,052 +11%
GSIS
30
Global Strategic Investment Solutions
Arizona
$13.9M -$1.79M -31,441 -11%
AAMA
31
Advanced Asset Management Advisors
Ohio
$13.7M – – –
PAG
32
Private Advisor Group
New Jersey
$13.5M -$14.7M -257,246 -52%
TPWA
33
TRUE Private Wealth Advisors
Oregon
$13.1M +$1.03M +18,116 +9%
VC
34
Veracity Capital
Georgia
$12.3M +$82.9K +1,452 +0.7%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$12.1M +$10.7M +188,090 +790%
WR
36
Watson Rebecca
$12M +$8.18M +130,252 +213%
IWS
37
Insight Wealth Strategies
California
$11.3M +$9.76M +170,966 +641%
AAS
38
Avantax Advisory Services
Texas
$10.9M +$6.93M +121,372 +173%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$10.9M +$2.3M +40,225 +27%
Stifel Financial
40
Stifel Financial
Missouri
$10.9M -$12.4M -216,260 -53%
WHG
41
Westwood Holdings Group
Texas
$10.8M -$2.15M -37,640 -17%
MML Investors Services
42
MML Investors Services
Massachusetts
$10.7M -$2.19M -38,421 -17%
CG
43
Colony Group
Massachusetts
$10.1M -$760K -13,311 -7%
IWC
44
Integrated Wealth Concepts
Massachusetts
$10.1M -$537K -9,407 -5%
ClearBridge Investments
45
ClearBridge Investments
New York
$8.76M -$16.3M -285,136 -65%
MCM
46
Mitchell Capital Management
Kansas
$8.4M -$3.91M -68,426 -32%
DA
47
Doliver Advisors
Texas
$8.31M -$8.73M -135,787 -51%
EWA
48
ERTS Wealth Advisors
Michigan
$8.1M -$1.02M -17,829 -11%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.08M -$16.3M -285,463 -67%
Allianz Asset Management
50
Allianz Asset Management
Germany
$7.17M -$3.21M -56,203 -31%
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